At a Glance
- Tasks: Support Financial Advisors with admin duties and ensure smooth client service.
- Company: Friendly financial services firm in the heart of Shrewsbury.
- Benefits: Flexible working hours, ongoing training, and career progression opportunities.
- Other info: Part-time options available, including a 4-day working week.
- Why this job: Join a supportive team and help clients secure their financial futures.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 25000 - 35000 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm in the heart of Shrewsbury.
The Company
Our client is a well-established Independent Financial Advisory firm, providing clear and tailored financial advice to individuals, families, and businesses to help secure their financial future.
The Role
This office-based role will support Financial Advisors with a range of administrative duties, ensuring smooth client service and compliance standards are maintained. Full-time and part-time hours are available.
Key Responsibilities
- Providing administrative support to Financial Advisors
- Processing new business applications including pensions, investments, and protection
- Liaising with providers, platforms, and clients for updates and information
- Maintaining accurate client records and CRM systems
- Handling client queries professionally and efficiently
- Managing appointments and advisor diaries
- Assisting with compliance and FCA requirements
- Supporting clients through onboarding and review processes
About You
- Previous experience in an IFA or financial services administration role is essential
- Good understanding of pensions, investments, and protection products
- Strong organisational skills and attention to detail
- Confident communication and interpersonal skills
- Experience with CRM/back-office systems such as Intelligent Office or Adviser Office
- Able to work independently and within a team
- Financial services qualifications (or working towards them) are advantageous
Additional Information
- Monday to Friday with flexible working hours
- Part-time hours available, including a 4-day working week
- Ongoing training and professional development support
- Friendly office environment with opportunities for career progression
IFA Administrator in Shrewsbury employer: Brevere Group
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to providing tailored financial advice. With flexible working hours, opportunities for ongoing training, and a supportive work culture, this role not only offers a chance to grow your career but also to make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Shrewsbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about openings for IFA Administrators. A friendly chat can sometimes lead to opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client records or handled multiple tasks efficiently. This will demonstrate that you're the perfect fit for supporting Financial Advisors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Shrewsbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any relevant qualifications to show us you’re the perfect fit for the IFA Administrator position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your background aligns with our needs. Keep it friendly and professional, just like our team!
Showcase Your Skills:Don’t forget to mention your organisational skills and attention to detail. We want to see how you’ve successfully managed client records or handled queries in the past. Give us examples that demonstrate your capabilities!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Brevere Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. The interviewers will likely ask you about these areas, so being able to speak confidently about them will show that you're the right fit for the IFA Administrator role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or maintained accurate records. This will demonstrate your ability to handle the administrative duties effectively.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM or back-office systems like Intelligent Office or Adviser Office, be ready to discuss it. If not, do a bit of research on these systems so you can at least show your willingness to learn and adapt.
✨Practice Your Communication Skills
As an IFA Administrator, you'll need to liaise with clients and providers regularly. Practise clear and professional communication in your responses during the interview. This will help convey your confidence and interpersonal skills, which are crucial for the role.
